Overview

$75MM AUM / $490K Gross Revenue / The majority of my book of business is invested in Mutual Funds. I also have a strong position in Stocks and Annuities with a much small holding in Alternative Investments (REITs, BDCs, Private Equity and Private Placements). I manage 110 households and 55% of the revenue I generate is fee based.

I'm looking to purchase a book with a minimum of $5MM in AUM and up to $75MM in AUM. .

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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